It’s not how much income you receive; it’s about how much of that income you get to keep. We review your tax return yearly and develop a detailed analysis that we happily share with your accountant. Understand if your retirement income distributions affect your social security tax status. Yearly Roth Conversion Analysis. Show you what assets to sell that will have the least tax liability. I.e., taking distributions from IRAs or personal accounts, etc. Coordinate IRA required minimum distributions and federal and or state tax withholding. Annual investment account tax-loss harvesting. Gifting and charitable donations. Play Click here to get your Focus On Retirement Blueprint Plan and learn more about your Tax Distribution Planning.